Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Opt for a comprehensive transfer agency solution that incorporates automated dealing and share registry functionalities tailored for global fund managers and administrators. This integrated transfer agency platform presents significant advantages for fund managers and administrators alike. Our user-friendly, adaptable portfolio and investment management system enables businesses to scale effortlessly, ensuring efficient handling of subscriptions, redemptions, distributions, and transfers, while maintaining an up-to-date investor register. The solution features a high degree of automation through the client Investor Portal and seamlessly integrates with external products such as Calastone, EMX, and World-Check. Furthermore, the generation of essential outputs, including dealing, valuation, transaction statements, and distribution notices, is fully automated. Additionally, all portfolio data and associated documents are synchronized in real-time or at specified intervals, enhancing operational efficiency and accuracy. By leveraging this advanced technology, global fund managers can streamline their processes and focus on strategic growth.
Description
Both freelancers and large businesses utilize Syncd to enhance accountability, boost productivity, and drive profitability. No matter the scale of your account, you will enjoy full access to all features that Syncd offers. Administrators have the capability to deactivate any user accounts, except for their own, ensuring control over account management. Your Syncd account will not incur charges for users who have been inactive for an entire billing cycle, allowing for cost savings. Even though users are deactivated, their data remains accessible and is still included in reports for reference. At Cerebris, we champion the strength of open source initiatives. As key contributors to several well-regarded open source projects, we excel in leveraging the tools we've created to develop web applications that inspire and empower users. Our latest mobile interface enhancements now provide better compatibility with a wider range of mobile browsers, making it easier for users on the go. Additionally, we've expanded the character limit for time entry notes and improved the flexibility and responsiveness of entry fields, ensuring a smoother user experience overall. These updates reflect our commitment to continuous improvement and user satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Desktop.com
No
Pricing Details
$1500 per month
Free Trial
No
Free Version
Yes
Pricing Details
$5 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Puritas
Founded
2006
Country
Jersey
Website
puritas.co.uk/purefunds/
Vendor Details
Company Name
Cerebris
Founded
1998
Country
United States
Website
www.syncd.com
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
Yes
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Product Features
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
No
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
No
Time Tracking by Project
Yes